September Issue
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  • Should paraplanners spend time as administrators?

    6 September 2018

    Over half of paraplanners (54%) believe those working in the profession should spend time working as a financial planning administrator first, according to a survey by Professional Paraplanner. However, just under a quarter (24%) of respondents did not think it was a requirement, while a further 22% answered ‘not necessarily’. Of the majority of...

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  • Could we see another market crisis? How fragile is the global economy?

    6 September 2018

    Ten years on from the collapse of Lehman Brothers, Paras Anand, CIO, Equities, Europe, Fidelity International, discusses how investors and policy makers have learned their lessons, but are today’s market participants now looking in the wrong direction for the next dislocations? It is hard to believe that a decade has passed since the collapse...

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  • Criterion and TeX join forces in support of TRIG transfers framework

    6 September 2018

    Criterion and TeX have announced a joint proposal to support the industry in the adoption of the Transfers and Re-registration Industry Group (TRIG) new transfers framework, published in June. The two bodies said they stand fully behind the recommendations of the TRIG framework, which include end-to-end standard timescales for as many re-registrations/transfers as possible....

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  • What makes clients feel financially secure?

    5 September 2018

    Pensions advice specialist Portafina has found that having savings is the leading factor behind making clients feel financially secure.  In a survey exploring the financial achievements and life goals that help people’s financial confidence, an overwhelming 72% cited savings. The average amount of savings that those polled said they would need to feel stable...

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  • Japanese equity – looking like dependable long-term investment?

    5 September 2018

    The Japanese equity market has now undergone a full fundamental recovery, allowing long-term investment. The market even has the potential to exceed its historical high by around 2027-28, says Tetsuji Sakai, Senior Strategist, Nomura Asset Management. Investors should have heard at least once that “long-term investment in stocks is rewarded“. Warren Buffett has also recommended...

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  • Pension Dashboard will go ahead

    5 September 2018

    In a Commons statement Work and Pensions Secretary Esther McVeyhas said the government will be backing the industry to deliver a Pensions Dashboard.  The statement said the industry-led dashboard would be “facilitated” by government, harnessing “the best of industry innovation” and that Government would ensure “that the interests of pension holders are safeguarded and...

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  • Rory Percival to talk DB Transfers in Nottingham

    4 September 2018

    Interested in hearing from Rory Percival on DB Transfers? Rory will be running 45 minutes sessions in small groups (6-10) at the Professional Paraplanner Technical Insight Seminar in Nottingham on the 19th September at the Park Plaza. We have limited spaces left – the event qualifies for CPD, and is free to attend for...

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  • Technical: Planning for school fees 

    4 September 2018

    Canada Life’s Kim Jarvis presents a case study on how to use onshore bonds to pay the next generation’s school fees Investment bonds are all about giving choices and being able to meet your client’s needs and goals. Let us consider Stephen and Sarah who have been talking about sending their children to a...

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